Tuesday, September 17, 2013

Seeking Alpha: DigitalGlobe Hopes A Near-Monopoly In Satellite Imaging Pays Off

"Up here in space, I'm looking down on you; My lasers trace everything you do." Judas Priest, "Electric Eye"

The jury is still out as to whether or not DigitalGlobe (DGI) can build a strong business in satellite imaging outside of government defense and intelligence contracts. The integration of the company's merger with GeoEye already appears ahead of schedule, and not unlike the merger that created Sirius XM Radio (SIRI), I expect the combined entity to be stronger and more profitable than either of its constituent parts would be on their own. Even so, getting companies in industries like oil/gas, mining, and agriculture is going to be the factor in whether investors' solid enthusiasm for these shares in 2013 pays off down the road.

Please follow the link to continue:
DigitalGlobe Hopes A Near-Monopoly In Satellite Imaging Pays Off

No comments: